IFA is dedicated to providing easy-to-understand and efficient retirement plan investment solutions that assist employees in securing their long-term financial success.
The personalized Plan Participant services are designed to advise and educate employees on the importance of saving for retirement as well as provide intuitive tools and materials to educate and assist them on their road to retirement.
Asset allocation is one of the most important determinants of investor success. Renowned investing expert Roger Ibbotson identified that more than 100% of variability of a fund’s investment return is due to asset allocation. Participants who have the opportunity to receive professional advice regarding a propriate asset allocation and ten risk-calibrated index portfolios may significantly improve their odds of investing success.
Standardized and customized enrollment kits, group enrollment and investment education meetings allow for a streamlined and efficient enrollment process.
Your employees will be able to meet with an experienced IFA Wealth Advisor who can guide them through the investment process, including appropriate portfolio selection, emotions management and subsequent retirement readiness reviews.
IFA is dedicated to educating your employees on the benefits of saving for retirement. IFA provides many different educational outlets of investment information to support investors on their journey including:
IFA provides a prudent investment selection process coupled with a disciplined approach to long-term performance creating a powerful retirement investment platform that suits the needs of any investor through three portfolio options.